Integrate Field Service

Integrate Field Service

When the Field Service solution is installed on a Partner site, customers and partners can view Field Service data such as agreements, assets, work orders, and invoices.

Required Web Roles

• FS Customer Approver
• FS Customer Reviewer

View Agreements

How to Make an Agreement Visible

1. Go to Field Service > Agreements
2. Open an existing agreement or create a new agreement
3. In Service Account, enter the customer’s account
4. Check Expose to Customer

Portal Access Path

Sign in → Field Service → Agreements → All Agreements

Create or Edit Agreement for Portal Visibility

1. Go to Dynamics 365 Field Service → Service Delivery → Agreements
2. Open an agreement or click + New
3. Set Service Account to the customer account
4. Enable Expose to Customer

Customers can then sign in to the portal, navigate to Field Service → Agreements, set filter to All Agreements, and view full agreement details.

Viewing Assets on the Partner Site

Customers can view assets linked to their account when the asset is configured and the user has FS Customer Approver or FS Customer Reviewer role.

Make Asset Visible

1. Go to Dynamics 365 Field Service → Service Delivery → Customer Assets
2. Open or create asset
3. Select customer in Account field
4. Enable Expose to Customer

Viewing Work Orders

1. Go to Field Service → Work Order & Schedule → Work Orders
2. Open or create work order
3. Select customer in Service Account
4. Enable Expose to Customer

Viewing Field Service Invoices

1. Go to Field Service → Service Delivery → Invoices
2. Create or open invoice
   • Ensure Invoice section is selected in dropdown
3. Fill required details
4. Enable Expose to Customer

Automatic Opportunity Assignment

Opportunities are assigned to preferred partners using ranking metrics.

Partner Ranking Metrics

Available Weight Settings